Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, AMZN, ERTS, ATHN, American Tower Reit, and represent 62.81% of Barton Investment Management's stock portfolio.
- Added to shares of these 10 stocks: Shopify Inc cl a (+$5.90M), Equinix, Alphabet Inc Class A cs, ATHN, Paypal Holdings, AMZN, Grubhub, ERTS, TFX, Kinder Morgan, Inc..
- Started 2 new stock positions in TFX, DD.
- Reduced shares in these 10 stocks: NFLX, Palo Alto Networks, QCOM, XOM, MRK, American Tower Reit, AXP, TROW, MSFT, JNJ.
- Barton Investment Management was a net buyer of stock by $7.14M.
- Barton Investment Management has $343.91M in assets under management (AUM), growing by 14.39%.
Barton Investment Management portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Netflix (NFLX) | 28.85 | 671171 -4.00% | 147.81 | 187.91 |
| Amazon (AMZN) | 12.76 | 49492 +2.00% | 886.53 | 1038.95 |
| Electronic Arts (ERTS) | 7.55 | 289894 | 89.52 | 0.00 |
| athenahealth (ATHN) | 7.38 | 225346 +3.00% | 112.69 | 154.83 |
| American Tower Reit | 6.27 | 177450 | 121.54 | 0.00 |
| Grubhub | 5.27 | 551000 +5.00% | 32.89 | 0.00 |
| Equinix | 5.20 | 44637 +5.00% | 400.36 | 0.00 |
| Air Lease Corp Com | 5.01 | 444996 | 38.75 | 0.00 |
| Shopify Inc cl a | 4.55 | 229820 +60.00% | 68.09 | 0.00 |
| Paypal Holdings | 4.13 | 329817 +6.00% | 43.02 | 0.00 |
| QUALCOMM (QCOM) | 2.59 | 155179 -4.00% | 57.33 | 53.22 |
| Alphabet Inc Class A cs | 1.06 | 4285 +36.00% | 847.61 | 0.00 |
| Palo Alto Networks | 0.98 | 29940 -16.00% | 112.66 | 0.00 |
| Berkshire Hathaway (BRK.A) | 0.87 | 12 | 249833.33 | 0.00 |
| T. Rowe Price (TROW) | 0.83 | 41908 | 68.15 | 81.10 |
| Johnson & Johnson (JNJ) | 0.81 | 22430 | 124.52 | 133.01 |
| Exxon Mobil Corporation (XOM) | 0.74 | 31147 -5.00% | 82.00 | 79.87 |
| Berkshire Hathaway Inc. Class B | 0.67 | 13815 | 166.63 | 0.00 |
| Microsoft Corporation (MSFT) | 0.54 | 27946 | 65.84 | 73.60 |
| American Express Company (AXP) | 0.54 | 23567 -2.00% | 79.09 | 85.00 |
| Walt Disney Company (DIS) | 0.25 | 7732 | 113.30 | 107.00 |
| Philip Morris International (PM) | 0.23 | 7085 | 112.77 | 118.89 |
| Alphabet Inc Class C cs | 0.22 | 905 | 828.73 | 0.00 |
| Apple (AAPL) | 0.21 | 4985 +2.00% | 143.63 | 152.09 |
| Merck & Co (MRK) | 0.20 | 10924 -12.00% | 63.53 | 62.57 |
| ICU Medical, Incorporated (ICUI) | 0.19 | 4275 | 152.51 | 174.65 |
| Abbvie | 0.19 | 9828 | 65.12 | 0.00 |
| Anadarko Petroleum Corporation (APC) | 0.18 | 9900 | 61.92 | 44.21 |
| Northern Trust Corporation (NTRS) | 0.16 | 6218 | 86.52 | 87.90 |
| Kinder Morgan, Inc. | 0.16 | 25000 +66.00% | 21.72 | 0.00 |
| Oracle Corporation (ORCL) | 0.15 | 11375 | 44.57 | 50.76 |
| HCP (HCP) | 0.15 | 16000 +33.00% | 31.25 | 31.34 |
| Wells Fargo & Company (WFC) | 0.14 | 8600 | 55.58 | 54.27 |
| Altria (MO) | 0.14 | 6740 | 71.36 | 72.64 |
| CIGNA Corporation (CI) | 0.14 | 3215 | 146.19 | 174.53 |
| Abbott Laboratories (ABT) | 0.12 | 8994 | 44.36 | 50.80 |
| Adobe Systems Incorporated (ADBE) | 0.12 | 3200 | 130.00 | 149.53 |
| Automatic Data Processing (ADP) | 0.12 | 4000 | 102.25 | 103.54 |
| Pfizer (PFE) | 0.09 | 8700 | 34.14 | 33.32 |
| Colgate-Palmolive Company (CL) | 0.08 | 4000 | 73.00 | 71.85 |
| Chevron Corporation (CVX) | 0.07 | 2088 | 107.28 | 103.20 |
| Teleflex Incorporated (TFX) | 0.07 | 1200 NEW | 193.33 | 214.23 |
| E.I. du Pont de Nemours & Company (DD) | 0.06 | 2613 NEW | 79.98 | 84.35 |
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Past 13F-HR SEC Filings for Barton Investment Management
- Barton Investment Management 2016 Q4 filed Jan. 24, 2017
- Barton Investment Management 2016 Q3 filed Nov. 8, 2016
- Barton Investment Management 2016 Q2 filed Aug. 3, 2016
- Barton Investment Management 2016 Q1 filed April 28, 2016
- Barton Investment Management 2015 Q4 filed Feb. 8, 2016
- Barton Investment Management 2015 Q3 filed Nov. 6, 2015
- Barton Investment Management 2015 Q2 filed Aug. 18, 2015
- Barton Investment Management 2015 Q1 filed May 7, 2015
- Barton Investment Management 2014 Q4 filed Feb. 6, 2015
- Barton Investment Management 2014 Q2 filed Aug. 11, 2014
- Barton Investment Management 2014 Q1 filed May 8, 2014
- Barton Investment Management 2013 Q4 filed Feb. 11, 2014
- Barton Investment Management 2013 Q3 filed Nov. 7, 2013
- Barton Investment Management 2013 Q2 filed Aug. 9, 2013
- Barton Investment Management 2013 Q1 filed April 29, 2013
- Barton Investment Management 2012 Q4 filed Feb. 7, 2013
- Barton Investment Management 2012 Q3 filed Nov. 6, 2012
- Barton Investment Management 2012 Q2 filed Aug. 3, 2012
- Barton Investment Management 2012 Q1 filed May 18, 2012